PERSON DIRECTORY
Kelly Granat
Kelly Granat appears in 1 indexed conversation across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Kelly Granat - Investing At Lone Pine
Patrick O'ShaughnessyKelly Granat
Lone Pine’s structural edge is duration: lower gross exposure of roughly 150–180% leaves room to buy non-fundamental dislocations as passive flows, pods, and whisper numbers make earnings reactions increasingly setup-driven.Granat expects AI’s eventual profit pools to favor applications, but current exposure targets shifting bottlenecks from semiconductors toward power; correlated AI holdings remain a risk if confidence breaks.